How do I submit a claim under the TurboTax Maximum Refund Guarantee?

by TurboTax• Updated 1 week ago

We'll find you the maximum refund you deserve (or the lowest tax payable), when filing your taxes as part of our TurboTax Maximum Refund Guarantee. For more information see, TurboTax Guaranteespage.

Note: It may take up to eight weeks to process your request and deliver your cheque. If after eight weeks you haven't received your cheque, go to TurboTax Contact Us page.

Step 1: Preparing your claim submission

If you used the TurboTax Desktop edition, make sure that you've registered your copy of TurboTax with us.

Have the following information/documents available:

Name, address, and daytime phone number
Your TurboTax store sales receipt, purchase confirmation email, or shipment packing slip
Proof of payment for another tax preparation method (if applicable)
Copy of the tax return prepared with TurboTax
Copy of the tax return prepared with another tax preparation method

Step 2: Submitting your claim

Go to TurboTax Contact Us page.
Follow the prompts and enter your information. Once you've entered your information, a phone number and an incident ID will appear.
Make a note of your incident ID.
Call the number provided. A qualified representative will process your claim.

Note: When processing your claim request, we might need a copy of your TurboTax data file. It's important to keep copies of any documents you share with us.